SharePoint SaturdayDayton, Ohio

June 30, 2012

Reduce, Reuse and Recycle with Content Types

Patrick Tucker, Principal ConsultantStrategic Data Services (sds-consulting.com)

General Information

• Tweet it Out!!– Hashtag for this event: #SPSDayton– Follow us: @SPSDayton– Include your presenters

• Check out SPTV – Tweets will display throughout the day

on the screens.– Footage will be shown at http://mysp.tv

Speaker Info

• Patrick Tucker• MCT, MCTS, MCPD, MCDBA, MCSD,

MCITP• Principal Consultant, SharePoint• Strategic Data Systems• Email patrick.tucker@sds-

consulting.com

Reduce Reuse and Recycle with Content Types

REDUCE

• Reduce business requirements and definitions into reusable types to be used in libraries, sites and the Enterprise

• Content Types are the building blocks for SharePoint data

Creating and Using Content Types

• Content types are all about metadata – another tasty layer of information on top of the data contained in the list item

This metadata can be surfaced in the SharePoint UI, Document Information Panel, workflows, pages and InfoPath forms

Creating and Using Content Types

• OTB Content Types

• Custom Content Types• Site Settings…Site Collection

Administration…Site Content Types gallery• Created using site columns, which may be

created on their own

Create and Edit Content Types

• Can be done in SharePoint Designer

Creating and Using Content Types

• Content Type Scope– Site Collection, Library or Enterprise

• Associated with Lists and Libraries–Must first be enabled to break “out of

the box”– One library can support many content

types

Reduce – Document Sets

• Document Sets are Content Types and can contain content types

• Document Sets are Content Types and can contain/limit content types

Reduce – Page Layouts

• Pages are documents too and are built from content types

• Content Types are the basis for page layouts

• Metadata can be displayed on the page

• Can be created in SharePoint Designer or indirectly in Visual Studio

REUSE

• Content Types support inheritance for Reuse

• Content Types hubs allow reuse across site collections

• Reusable workflows in SharePoint Designer can be applied to content types

Reusing Content Types

• Reuse the definition by building on it through inheritance– Document Specialized Document– List Item Specialized List Item

• Reuse content types across the enterprise with Content Type Syndication– Relies on Managed Metadata Service– One site creates and shares Content

Types– Other sites are subscribers to those

types

Content Type Syndication

• MMS Properties is the place to start

• Create and publish content types in the “hub” site and consume in sites within the web application

• 2 Timer jobs control availability – “Content Type Hub” and “Content Type Subscriber”

• Beware blank sites and hidden features

Reusable Workflows

• SharePoint 2010 allows reusable workflows to be applied to a content type which is reusable across lists and libraries

RECYCLE

• Relocate content via Content Organizer Rules

• Find your content over and over by adding a Content Type Refinement to Search

• Create Content Type definitions in Visual Studio to use again and again

Content Organizer

• The Content Organizer feature lets you automatically route submitted content based on Content Type

• Content Organizer Rules are created to route documents to a drop off library or other configured Send To location

• Content Organizer settings allow configuration

Content Type Refinement - Search

1. Create a new managed property mapped to ows_ContentType

2. Run a full crawl on your content source3. Edit the Refinement Panel web part on

your search results page, add XML to the Filter Category Definition property

<Category Title="Content Type" Description=“ct description” Type="Microsoft.Office.Server.Search.WebControls.ManagedPropertyFilterGenerator" MetadataThreshold="5" NumberOfFiltersToDisplay="4" MaxNumberOfFilters="0" SortBy="Frequency" SortDirection="Descending" SortByForMoreFilters="Name" SortDirectionForMoreFilters="Ascending" ShowMoreLink="True" MappedProperty="ContentTypeRefinement" MoreLinkText="show more" LessLinkText="show fewer"/>

Create and Edit Content Types

• Can be done in Visual Studio

• Content Type IDs are designed to be recursive – Parent Content Type ID +

• For reference – see – http://msdn.microsoft.com/en-us/library/gg295290.aspx– http

://msdn.microsoft.com/en-us/library/aa543822(v=office.14).aspx

Brixx Ice Co.500 East First St., Dayton

SharePoint Saturday Dayton has been made possible because of generous sponsorship from the following friends…

About SDS

SDS SharePoint Custom SolutionsCount on our Agile development and expert coding experience to create an optimal solution for your unique SharePoint application and integration needs.

·  Workflow & InfoPath Forms for Business Process Automation·  SharePoint Reports & BI Integration·  Portals & Collaboration·  Content Management

*Agile Practices for proven faster delivery, higher quality, & increased business value.

For twenty years, SDS has solved enterprise development challenges using coding best practices. We deliver required functionality with ·  Exceptional code quality ·  Maintainability·  and Reliability.

 

 

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